How To Apply Credit To An Invoice

The below screen is how the digital version of an invoice appears in TM3, we are looking to apply a Credit to this invoice so the section that we are going to need to access is the More Actions button.

When selecting the More Actions button, a pop up window will appear and you need to select Create Credit Note.

You will be granted with two options - you can credit the full amount or part of the invoice.  Clicking on Credit the full amount of this invoice will give you this window below.  Click Accept to credit the full amount. 

Clicking Credit part of the amount of this invoice will give you this window below.  Click on the Total and then insert how much you want to credit and click the Credit button.

The credit will then be applied to the invoice, the amount will depend in what way you have credited it.